Pareto plans for further growth as turnover rises

FINANCIAL planning consultancy Pareto FP has reported a 40% increase in turnover while making a series of internal promotions and new appointments to support its ongoing expansion.

The Manchester-based business has seen turnover rise to £2.75m while profits have increased by 34%.

The company has strengthened its 29 strong team with three new team members and three promotions.

To respond to the increasing demand for workplace pensions and auto-enrolment support, Anne Blakeley has been appointed as employee benefits team leader and Peter Ryan has also joined as employee benefits administrator.

Kevin Morrissey has been promoted from paraplannng team leader to operations manager to oversee compliance procedures and operations within the business. Within the paraplanning research team, David Kershaw has joined as a new paraplanner and Rosie Bailey has been promoted to trainee paraplanner.

Pareto’s mortgage advisory team is also growing with the appointment of mortgage advisor Naomi Dent, who joins from Santander.

Pareto managing director John Stevenson said: “I’m persistently impressed by our hardworking staff at Pareto. These appointments and promotions mark the latest milestone in our continued financial success.

“We predict the introduction of the pension auto-enrolment will see us engage in a number of high-profile deals with corporate clients and referrers alike, which our staff are fully equipped to deal with.”

 

Close